Fortress Wealth Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Fortress Wealth Group, LLC
- $203 Million
- Q4 2024
A detailed history of Fortress Wealth Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 160,824 shares of FBND stock, worth $7.27 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
160,824
Previous 154,472
4.11%
Holding current value
$7.27 Million
Previous $7.22 Million
0.06%
% of portfolio
3.55%
Previous 3.78%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
638Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.32 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.59 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$511 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$398 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$325 Million0.03% of portfolio